Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.2+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $192,892 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $37,296 |
MMA SECURITIES LLC2+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 11 · EIN 26-3237576 | Actuarial | $27,992 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 27 · EIN 39-1346018 | Advisory (Plan) | $19,854 |
HOLTZMAN PARTNERS, LLP2+ years Service code 10 · EIN 74-3121060 | Accounting | $10,236 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.63% | -2.48%-4.1pp | -102.04%+95.4pp | 0.19%-6.8pp |
| Employer contribution / active EE | $2,927 | $7,648-61.7% | $36,232-91.9% | $13,763-78.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |